# Singapore Space Agency Full Research Map

This file is a larger AI-readable map of the public research corpus. It is a discovery aid, not a substitute for reading and citing the canonical article pages.

## Site Definition
- Canonical site: https://www.spacesgp.com
- Type: independent bilingual research publication
- Geography: Singapore, Asia-Pacific, selected global space-market context
- Core topics: launch markets, LEO constellations, satellite internet, satellite supply chains, regulation, spectrum, market access, and Singapore's regional role
- Not official: this site is not affiliated with the Government of Singapore or the National Space Agency of Singapore.

## Discovery Endpoints
- llms.txt: https://www.spacesgp.com/llms.txt
- sitemap.xml: https://www.spacesgp.com/sitemap.xml
- rss.xml: https://www.spacesgp.com/rss.xml
- en/rss.xml: https://www.spacesgp.com/en/rss.xml
- zh/rss.xml: https://www.spacesgp.com/zh/rss.xml
- research index: https://www.spacesgp.com/en/research
- 中文研究索引: https://www.spacesgp.com/zh/research

## Research Pathways
- [en] Orbital Compute
  URL: https://www.spacesgp.com/en/research/orbital-compute
  Summary: Launch, satellite networks, and AI infrastructure converging into orbital data-plane businesses; the spectrum, capital, and hardware fights behind them.
- [en] LEO Connectivity
  URL: https://www.spacesgp.com/en/research/leo-connectivity
  Summary: Country-by-country LEO satellite internet, direct-to-device, and constellation build-out across Asia-Pacific.
- [en] Supply Chains
  URL: https://www.spacesgp.com/en/research/supply-chains
  Summary: Industrial systems, components, propulsion, qualification, manufacturing tempo, and space hardware supply-chain reality.
- [en] Regulation & Singapore
  URL: https://www.spacesgp.com/en/research/regulation-singapore
  Summary: Policy, licensing, spectrum, market access, and Singapore as a regional observation base.
- [zh] 轨道计算
  URL: https://www.spacesgp.com/zh/research/orbital-compute
  Summary: 发射、卫星网络与 AI 基础设施汇聚成轨道数据平面生意，以及背后的频谱、资本与硬件博弈。
- [zh] 卫星互联网・国别观察
  URL: https://www.spacesgp.com/zh/research/leo-connectivity
  Summary: 逐国追踪亚太 LEO 卫星互联网、直连手机（D2D）与星座建设进展。
- [zh] 供应链
  URL: https://www.spacesgp.com/zh/research/supply-chains
  Summary: 工业系统、关键部件、推进、验证、制造节奏与航天硬件供应链现实。
- [zh] 监管与新加坡
  URL: https://www.spacesgp.com/zh/research/regulation-singapore
  Summary: 政策、许可、频谱、市场准入，以及新加坡作为区域观察基线的角色。

## English Articles
- South Korea's Launch Startups: Hanwha Gets the Manifest
  URL: https://www.spacesgp.com/en/insights/korea-launch-startups-2026
  Date: 2026-09-20; updated 2026-09-20
  Research track: Launch & Supply Chains
  Summary: Hanwha has the institutional advantage, Innospace the clearest export path. A mission-by-mission review and operating model show what Korean launch startups still need.
- China's Satellite Industry 2026: The Factories Are Real, the Revenue Is Not — Yet
  URL: https://www.spacesgp.com/en/insights/china-satellite-industry-leo-constellations-2026
  Date: 2026-08-28; updated 2026-08-28
  Research track: Launch & Supply Chains
  Summary: China has built real satellite factories, but GW, Qianfan, and Honghu-3 still must convert state-backed capacity into launch cadence, revenue, and repeat exports.
- South Korea LEO 2026: Open Now, Build Later
  URL: https://www.spacesgp.com/en/insights/korea-satellite-internet-leo-2026
  Date: 2026-08-23; updated 2026-08-28
  Research track: LEO Connectivity
  Summary: Korea opened the market to Starlink and OneWeb, then committed to a sovereign constellation whose defense case is far stronger than its commercial one.
- India's Launch Privatization, Audited: Two Flights, Then More Than Six
  URL: https://www.spacesgp.com/en/insights/india-space-privatization-singapore-2026
  Date: 2026-08-22; updated 2026-08-28
  Research track: Launch & Supply Chains
  Summary: Vikram-1 proved India's private launch engineering; Parliament's own two-then-six planning figure shows that the missing manifest remains the business test.
- The Global Reusable Rocket Census, Mid-2026: Landings Are Now Common. Reflights Are Still Rare.
  URL: https://www.spacesgp.com/en/insights/global-reusable-rockets-survey-2026
  Date: 2026-07-13; updated 2026-08-28
  Research track: Launch & Supply Chains
  Summary: A global census of reusable launch systems shows that booster recovery is spreading, while propulsion-grade reflight and cadence economics remain overwhelmingly concentrated at SpaceX.
- The Long March Paradox: China Is Selling Launch Capacity Abroad While Guowang and Qianfan Starve for It
  URL: https://www.spacesgp.com/en/insights/china-launch-overseas-leo-constraints-2026
  Date: 2026-07-12; updated 2026-07-12
  Research track: Launch & Supply Chains
  Summary: China's exportable launch surplus and its megaconstellation bottleneck sit on different production lines; the real constraint is non-fungible medium lift and missing vertical integration.
- India's Launch-Startup Tier: Real Rockets, a Missing Manifest—and a $1.1 Billion Bet That Demand Shows Up
  URL: https://www.spacesgp.com/en/insights/india-launch-startups-2026
  Date: 2026-07-12; updated 2026-07-12
  Research track: Launch & Supply Chains
  Summary: India's private launch engineering is real, but the domestic manifest is roughly one Vikram-1 flight a year; Skyroot's unicorn valuation already assumes the demand gap closes.
- Japan's Launch-Startup Tier: Real Rockets, Borrowed Engines, and a Market the State Forgot to Build
  URL: https://www.spacesgp.com/en/insights/japan-launch-startups-2026
  Date: 2026-07-12; updated 2026-07-12
  Research track: Launch & Supply Chains
  Summary: Japan has funded an unusually capable launch-startup tier while allowing its commercial manifest to flow abroad; capability grants cannot substitute for a repeat customer.
- The Third Pole in Orbit: OneWeb's Soul, DayOne's Method
  URL: https://www.spacesgp.com/en/insights/singapore-orbital-compute-venture-2026
  Date: 2026-07-12; updated 2026-08-28
  Research track: Orbital Compute
  Summary: A Singapore-founded Indo-Pacific orbital-compute venture is buildable only as a phased, demand-anchored operating company whose multi-sovereign capital cannot control it.
- Spectrum Is the Balance Sheet: Constellations Depreciate, Rights Stacks Compound — and Orbital Compute Is Building the Exit from the RF Regime
  URL: https://www.spacesgp.com/en/insights/leo-spectrum-communications-compute-2026
  Date: 2026-07-02; updated 2026-07-03
  Research track: Orbital Compute
  Summary: The scarce asset in LEO is not the satellite but the coordinated rights stack—and optical orbital compute is building the first credible exit from the radio-frequency regime.
- Philippines Satellite Internet 2026: The Alliance Market
  URL: https://www.spacesgp.com/en/insights/philippines-satellite-internet-leo-2026
  Date: 2026-07-01; updated 2026-07-01
  Research track: LEO Connectivity
  Summary: The Philippines is ASEAN's most geopolitically advantaged LEO market, but enterprise continuity and broad mid-tier demand—not mass residential adoption—make the economics work.
- Vietnam Satellite Internet 2026: The Leashed Aperture
  URL: https://www.spacesgp.com/en/insights/vietnam-satellite-internet-leo-2026
  Date: 2026-07-01; updated 2026-07-01
  Research track: LEO Connectivity
  Summary: Vietnam has admitted Starlink through a controlled aperture: full foreign ownership on paper, but domestic gateways, a hard terminal cap, a 2031 sunset and security-ministry oversight in practice.
- Malaysia Satellite Internet 2026: Three Orbits, Two Powers, and the APAC LEO Laboratory
  URL: https://www.spacesgp.com/en/insights/malaysia-satellite-internet-leo-2026
  Date: 2026-06-24; updated 2026-06-24
  Research track: LEO Connectivity
  Summary: Malaysia is Southeast Asia's clearest multi-orbit market: Starlink is live, MEASAT anchors GEO, and SpaceSail remains a strategic option rather than a proven rival.
- China's Orbital-Compute Mobilisation: Capital, Constraints, and the Layers That Can Actually Win
  URL: https://www.spacesgp.com/en/insights/china-orbital-compute-mobilisation-2026
  Date: 2026-06-23; updated 2026-06-23
  Research track: Orbital Compute
  Summary: China is organising state capital, launch, satellites, silicon, and optical links around orbital compute before the sector has proved a commercial closed loop.
- AI1 and SpaceX's $1.77 Trillion IPO: What the Orbital-Compute Option Is Actually Worth
  URL: https://www.spacesgp.com/en/insights/spacex-ai1-orbital-compute-ipo-2026
  Date: 2026-06-22; updated 2026-06-22
  Research track: Orbital Compute
  Summary: AI1 is a credible engineering option, not a proven business: the gap between Musk's unveiling and SpaceX's own S-1 risk language is the investment case.
- Orbit Is Architecture: Why Orbital Compute Is First an Orbit-Design Problem
  URL: https://www.spacesgp.com/en/insights/orbital-design-technical-brief-2026
  Date: 2026-06-06; updated 2026-06-06
  Research track: Orbital Compute
  Summary: Orbit choice sets the limits of orbital compute: illumination, heat rejection, radiation, downlink, lifetime, and regulation change across LEO, MEO, GEO, and SSO.
- Western Orbital Compute, Under Review: Starcloud Moves Fastest, Google Reasons Best
  URL: https://www.spacesgp.com/en/insights/western-orbital-compute-deep-review-2026
  Date: 2026-05-27; updated 2026-05-27
  Research track: Orbital Compute
  Summary: A layered assessment of Starcloud, Google Suncatcher, Axiom, Kepler, and NVIDIA against the thermal, bandwidth, radiation, and sovereignty constraints that decide commercialization.
- China's Orbital Compute Reality Check: Who Is Actually in Orbit?
  URL: https://www.spacesgp.com/en/insights/china-orbital-compute-reality-check-2026
  Date: 2026-05-20; updated 2026-05-21
  Research track: Orbital Compute
  Summary: China's orbital-compute programs now include real in-orbit validation, but public evidence still separates credible engineering paths from constellation-scale claims.
- SpaceX Is Apple. Now Someone Needs to Build Android.
  URL: https://www.spacesgp.com/en/insights/space-android-orbital-compute-2026
  Date: 2026-05-20; updated 2026-05-20
  Research track: Orbital Compute
  Summary: SpaceX has built a closed, vertically integrated orbital stack; the opening is an interoperable “Space Android” spanning launch, satellites, networks, and compute.
- From DayOne to Orbital Compute: How China-Origin Deep Tech Internationalisation Is Being Structurally Rewritten
  URL: https://www.spacesgp.com/en/insights/dayone-singapore-architecture-china-origin
  Date: 2026-05-17; updated 2026-05-17
  Research track: Cross-cutting
  Summary: DayOne's dual-IPO structure shows how China-origin deep tech can retain economic upside while building overseas governance credibility — and why orbital compute is the hardest test.
- Australia Satellite Internet 2026: The World's Clearest LEO Market and Three Lessons It Teaches
  URL: https://www.spacesgp.com/en/insights/australia-satellite-internet-leo-2026
  Date: 2026-05-14; updated 2026-05-14
  Research track: LEO Connectivity
  Summary: Australia's 162 Mbps Starlink median, 20 ground stations, and NBN Co's Amazon Leo deal show what a mature dual-LEO market looks like — and why Indonesia trails.
- Indonesia Satellite Internet: Starlink's 17,000-Island Opportunity and Three Structural Constraints
  URL: https://www.spacesgp.com/en/insights/indonesia-satellite-internet-leo-2026
  Date: 2026-05-03; updated 2026-05-04
  Research track: LEO Connectivity
  Summary: Indonesia's 17,000-island opportunity is constrained by regulation, ground infrastructure, and Telkom's dual role; Starlink leads, while Qianfan remains an option.
- The Vendor Nobody Talks About: Singapore's Quiet Criterion for Technology Partnerships in 2026
  URL: https://www.spacesgp.com/en/insights/singapore-sovereign-deployability-2026
  Date: 2026-05-01; updated 2026-05-01
  Research track: Regulation & Singapore
  Summary: OneWeb, Mistral AI, and Thales reveal Singapore's hidden procurement test: sovereign-sensitive technology must remain governable, deployable, and operationally durable.
- April 2026 and the Structural Shift in LEO Constellations: Spectrum Now Matters More Than Satellite Count
  URL: https://www.spacesgp.com/en/insights/leo-constellation-april-2026
  Date: 2026-04-30; updated 2026-04-30
  Research track: LEO Connectivity
  Summary: BlueBird 7, Starlink's 10 million users, Amazon Leo, and China's buildup show that LEO competition has shifted from satellite count to spectrum, MNO access, and monetization.
- The Orbital Compute Contest: US-China Space Data Centers and Three Windows for Asia-Pacific
  URL: https://www.spacesgp.com/en/insights/orbital-compute-us-china-apac-2026
  Date: 2026-04-28; updated 2026-04-28
  Research track: Orbital Compute
  Summary: US and Chinese orbital-compute plans could reshape AI infrastructure, but APAC's near-term openings lie in validation, standardized subsystems, and rule-setting.
- SpaceX 2026: Structural Shift, IPO Logic, and Five Real Constraints on APAC Commercial Execution
  URL: https://www.spacesgp.com/en/insights/spacex-2026-structural-shift
  Date: 2026-04-26; updated 2026-04-26
  Research track: Orbital Compute
  Summary: SpaceX is compressing launch, networks, data, and AI into one entity; its IPO and Starship V3 reshape APAC market access, infrastructure, and partner strategy.
- LEO in APAC 2026: Five Markets, the GEO Transition, and the Regulatory Logic Behind the Constellation Race
  URL: https://www.spacesgp.com/en/insights/leo-apac-constellations-2026
  Date: 2026-04-23; updated 2026-04-23
  Research track: LEO Connectivity
  Summary: APAC's LEO market is five different formations, shaped by regulation, ground infrastructure, maritime demand, incumbent GEO operators, and China's parallel constellations.
- Rocket Lab in 2026, Part II: The Scarcity Machine, Industrial Tempo, and Why Neutron Is Really a Management Test
  URL: https://www.spacesgp.com/en/insights/rocket-lab-scarcity-machine-2026
  Date: 2026-04-22; updated 2026-04-22
  Research track: Launch & Supply Chains
  Summary: Rocket Lab is a scarcity-forged industrial operating system, not a mini-SpaceX; Neutron tests whether founder-driven execution can scale into a medium-lift institution.
- Rocket Lab in 2026: Vertical Integration, Defense Scale, and the Neutron Inflection Point
  URL: https://www.spacesgp.com/en/insights/rocket-lab-vertical-integration-2026
  Date: 2026-04-20; updated 2026-04-20
  Research track: Launch & Supply Chains
  Summary: Rocket Lab is now a vertically integrated space-systems prime; its upside depends on defense execution, satellite scale, and whether Neutron converts promise into cadence.
- Full-Flow Staged Combustion: Why FFSC Is the Everest of Rocket Engines, and Who Is Actually Climbing It
  URL: https://www.spacesgp.com/en/insights/ffsc-rocket-engine-2026
  Date: 2026-04-19; updated 2026-07-13
  Research track: Launch & Supply Chains
  Summary: A practical map of rocket-engine cycles, Raptor V1–V3, and the 2026 full-flow staged-combustion race — where reflight economics matter more than test-stand claims.
- China's Space Industry Ecosystem in 2026: From CASC and CASIC to Commercial Launch, Satellite Internet, and Critical Components
  URL: https://www.spacesgp.com/en/insights/china-space-industry-ecosystem-2026
  Date: 2026-04-15
  Research track: Launch & Supply Chains
  Summary: A map of China's state and commercial space ecosystem, from launch and satellite manufacturing to critical components, capital, regulation, and overseas expansion.
- NSAS Signals a New Execution Era for Singapore's Space Strategy
  URL: https://www.spacesgp.com/en/insights/nsas-singapore-space-strategy-2026
  Date: 2026-04-13
  Research track: Regulation & Singapore
  Summary: NSAS marks Singapore's shift from space policy to a national execution system spanning industry, regulation, international partnerships, and market deployment.
- China's Commercial Launch Sector in 2025: Capacity Is No Longer the Constraint
  URL: https://www.spacesgp.com/en/insights/china-commercial-launch-sector-2025
  Date: 2025-04-02; updated 2026-05-04
  Research track: Launch & Supply Chains
  Summary: China's launch market enters 2025 with more rockets, more capital, and harder questions about cadence, reliability, and commercial demand.
- Why Singapore Is Becoming APAC's Most Useful Commercial Space Hub
  URL: https://www.spacesgp.com/en/insights/singapore-apac-space-hub
  Date: 2025-03-31; updated 2026-05-04
  Research track: Regulation & Singapore
  Summary: Singapore is not trying to outspend larger nations in launch. It is winning by combining capital, policy clarity, and regional execution.
- LEO Constellations and ASEAN Connectivity: Coverage Is Only the First Layer
  URL: https://www.spacesgp.com/en/insights/leo-constellations-asean-connectivity
  Date: 2025-03-19; updated 2026-05-04
  Research track: LEO Connectivity
  Summary: LEO constellations can reshape ASEAN connectivity, but the durable opportunity lies in backhaul, resilience, maritime use, enterprise integration, and national market access.
- Southeast Asia Space Regulations to Watch in 2025
  URL: https://www.spacesgp.com/en/insights/southeast-asia-space-regulations
  Date: 2025-03-12; updated 2026-05-04
  Research track: Regulation & Singapore
  Summary: Southeast Asia is open to commercial space, but licensing, spectrum, and national control rules are becoming much more important.
- Building an East-West Space Supply Chain Without Wishful Thinking
  URL: https://www.spacesgp.com/en/insights/east-west-space-supply-chain
  Date: 2025-02-26; updated 2026-05-04
  Research track: Launch & Supply Chains
  Summary: Cross-border space supply chains still work, but only for companies that separate cost logic from compliance, quality, and trust.
- Direct-to-Device Satellite in APAC: The Real Bottleneck Is Commercial Integration
  URL: https://www.spacesgp.com/en/insights/direct-to-device-satellite-apac
  Date: 2025-02-18; updated 2026-05-04
  Research track: LEO Connectivity
  Summary: Direct-to-device satellite is moving from demo to market, but in APAC the hardest problem is still spectrum, partnerships, and distribution.
- Five Trends Shaping APAC Commercial Space in 2025
  URL: https://www.spacesgp.com/en/insights/five-trends-apac-commercial-space
  Date: 2025-01-22; updated 2026-05-04
  Research track: Cross-cutting
  Summary: Commercial space in APAC is no longer one story. Five trends now define where capital, customers, and execution are moving.
- Why Chinese Space Companies Are Going Global in 2025
  URL: https://www.spacesgp.com/en/insights/chinese-space-companies-going-global
  Date: 2024-12-17; updated 2026-05-04
  Research track: Launch & Supply Chains
  Summary: Chinese space companies are going global not as a branding exercise, but because growth now depends on regional customers, partners, and commercial trust.

## Chinese Articles
- 韩国商业火箭：国家订单流向韩华，创业公司靠什么突围
  URL: https://www.spacesgp.com/zh/insights/korea-launch-startups-2026
  Date: 2026-09-20; updated 2026-09-20
  Research track: 发射与供应链
  Summary: 韩华拿着国家主力火箭的订单优势，Innospace 先走向海外。逐项核对飞行记录、采购安排与经营成本，看韩国几家发射创业公司还缺什么。
- 中国卫星产业 2026：产能已经上来，营收还没跟上
  URL: https://www.spacesgp.com/zh/insights/china-satellite-industry-leo-constellations-2026
  Date: 2026-08-28; updated 2026-08-28
  Research track: 发射与供应链
  Summary: 中国已经具备卫星批量制造能力，真正的考验是发射能否消化产能，以及国家星座订单能否转化为可持续营收与重复出口订单。
- 韩国低轨卫星互联网 2026：先开放，再自建
  URL: https://www.spacesgp.com/zh/insights/korea-satellite-internet-leo-2026
  Date: 2026-08-23; updated 2026-08-28
  Research track: 卫星互联网
  Summary: 韩国向 Starlink 与 OneWeb 打开市场，同时押注一套主权星座；国防需求已经成立，商业买家却仍然缺席。
- 审计印度发射私有化：先两次，再六次以上
  URL: https://www.spacesgp.com/zh/insights/india-space-privatization-singapore-2026
  Date: 2026-08-22; updated 2026-08-28
  Research track: 发射与供应链
  Summary: Vikram-1 证明了印度民营火箭的工程能力；但议会披露的“先两次、后六次以上”规划数字表明，真正缺失的仍是可兑现的发射清单。
- 2026 年中全球可复用火箭普查：着陆已不稀奇，复飞仍是少数
  URL: https://www.spacesgp.com/zh/insights/global-reusable-rockets-survey-2026
  Date: 2026-07-13; updated 2026-08-28
  Research track: 发射与供应链
  Summary: 全球可复用火箭正在跨过回收门槛，但带原有推进系统复飞、形成运营节奏并兑现经济性，仍是三个完全不同的产业层级。
- 长征悖论：中国一边向海外出售发射运力，一边让国网与千帆“断粮”
  URL: https://www.spacesgp.com/zh/insights/china-launch-overseas-leo-constraints-2026
  Date: 2026-07-12; updated 2026-07-12
  Research track: 发射与供应链
  Summary: 中国可以出口的富余运力与巨型星座真正缺少的运力分属不同产线；硬约束不是火箭总量，而是不可互换的中型运力与缺失的垂直整合。
- 印度发射初创梯队：真火箭、缺失的发射清单，以及一场 11 亿美元的需求赌局
  URL: https://www.spacesgp.com/zh/insights/india-launch-startups-2026
  Date: 2026-07-12; updated 2026-07-12
  Research track: 发射与供应链
  Summary: 印度民营发射工程已经成立，但国内发射清单每年大致只够一发 Vikram-1；Skyroot 的独角兽估值已经默认需求缺口会被填上。
- 日本发射初创梯队：真火箭、借来的发动机，以及国家忘了建设的市场
  URL: https://www.spacesgp.com/zh/insights/japan-launch-startups-2026
  Date: 2026-07-12; updated 2026-07-18
  Research track: 发射与供应链
  Summary: 日本用能力型补贴养出一支工程上罕见的发射初创梯队，却任由商业发射清单持续外流；里程碑拨款替代不了可重复购买的客户。
- 轨道上的第三极：OneWeb 的灵魂，DayOne 的方法
  URL: https://www.spacesgp.com/zh/insights/singapore-orbital-compute-venture-2026
  Date: 2026-07-12; updated 2026-08-28
  Research track: 轨道计算
  Summary: 从新加坡出发的印太轨道算力公司，只有分阶段、需求锚定、单一运营主体，并让多主权资本出资而不掌控制权，才有可能做成。
- 频谱才是资产负债表：星座会折旧，权利栈会复利——轨道算力正在走出射频体制
  URL: https://www.spacesgp.com/zh/insights/leo-spectrum-communications-compute-2026
  Date: 2026-07-02; updated 2026-07-18
  Research track: 轨道计算
  Summary: 低轨经济真正稀缺的资产不是卫星，而是经协调的权利栈；以光链路为数据平面的轨道算力，正在构筑第一条可信的射频体制退出路径。
- 菲律宾卫星互联网 2026：被联盟塑造的市场
  URL: https://www.spacesgp.com/zh/insights/philippines-satellite-internet-leo-2026
  Date: 2026-07-01; updated 2026-07-18
  Research track: 卫星互联网
  Summary: 菲律宾是东盟地缘条件最有利的 LEO 市场，但真正把商业账做大的不是大众住宅，而是企业连续性需求与广泛的非住宅中端市场。
- 越南卫星互联网 2026：受控孔径与 Starlink 的缰绳
  URL: https://www.spacesgp.com/zh/insights/vietnam-satellite-internet-leo-2026
  Date: 2026-07-01; updated 2026-07-18
  Research track: 卫星互联网
  Summary: 越南通过一道受控孔径接纳 Starlink：纸面上允许 100% 外资，实质上以境内网关、60 万终端上限、2031 年日落条款和安全部门监管牢牢约束。
- 马来西亚卫星互联网 2026：三种轨道、两个大国与亚太 LEO 实验场
  URL: https://www.spacesgp.com/zh/insights/malaysia-satellite-internet-leo-2026
  Date: 2026-06-24; updated 2026-07-18
  Research track: 卫星互联网
  Summary: 马来西亚是东南亚最清晰的多轨道卫星市场：Starlink 已投入运营，MEASAT 守住本国 GEO 层，SpaceSail 则仍是一张尚未兑现的战略期权。
- 中国轨道算力动员：资本、约束与真正有机会胜出的产业层
  URL: https://www.spacesgp.com/zh/insights/china-orbital-compute-mobilisation-2026
  Date: 2026-06-23; updated 2026-06-23
  Research track: 轨道计算
  Summary: 商业闭环尚未出现，中国已经开始围绕轨道算力组织国家资本、发射、卫星、芯片和光链路；真正能赢的更可能是基础层，而不是复制一支算力舰队。
- AI1 与 SpaceX 的 1.77 万亿美元 IPO：轨道算力这张期权究竟值多少
  URL: https://www.spacesgp.com/zh/insights/spacex-ai1-orbital-compute-ipo-2026
  Date: 2026-06-22; updated 2026-06-22
  Research track: 轨道计算
  Summary: AI1 是一张可信的工程期权，却还不是一门被验证的生意；马斯克发布会与 SpaceX 招股书风险章节之间的落差，就是整套估值逻辑。
- 轨道即架构：为什么太空计算首先是一个轨道设计问题
  URL: https://www.spacesgp.com/zh/insights/orbital-design-technical-brief-2026
  Date: 2026-06-06; updated 2026-06-06
  Research track: 轨道计算
  Summary: 从 LEO、MEO、GEO 到太阳同步与晨昏轨道，系统拆解日照、散热、辐射、下行、寿命和监管如何共同决定轨道算力的真实工程边界。
- 西方轨道算力深度审查：Starcloud 最快，Google 最严谨
  URL: https://www.spacesgp.com/zh/insights/western-orbital-compute-deep-review-2026
  Date: 2026-05-27; updated 2026-05-27
  Research track: 轨道计算
  Summary: 从 Starcloud 到 Google Suncatcher，分层审视计算节点、光学网络、载荷平台与基础设施供应链，并拆解热控、辐射、带宽和资本国籍如何共同决定商业化边界。
- 中国轨道计算去水分：谁真的在轨，谁还停在叙事里？
  URL: https://www.spacesgp.com/zh/insights/china-orbital-compute-reality-check-2026
  Date: 2026-05-20; updated 2026-05-21
  Research track: 轨道计算
  Summary: 新版深度评估：从三体计算星座、轨道辰光、东方天算到 Starcloud、Google Suncatcher 与 NVIDIA Space-1，穿透中国轨道计算赛道的在轨事实、工程约束与商业路径。
- SpaceX 像 Apple，轨道计算还需要一个 Android
  URL: https://www.spacesgp.com/zh/insights/space-android-orbital-compute-2026
  Date: 2026-05-20; updated 2026-05-20
  Research track: 轨道计算
  Summary: SpaceX 已经完成了一件 Apple 花了几十年才做到的事：建立一个高度垂直整合、让竞争者只能模仿或被甩开的封闭生态。轨道计算的拐点正在改变问题本身。本文提出 Space Android 的判断，并给出一套可执行的参考架构。
- 从 DayOne 到轨道计算：中国背景敏感技术出海的结构正在重写
  URL: https://www.spacesgp.com/zh/insights/dayone-singapore-architecture-china-origin
  Date: 2026-05-17; updated 2026-05-17
  Research track: 综合观察
  Summary: DayOne 双重上市显示，中国母公司保留经济上行、海外实体建立治理可信度的架构，正在成为敏感技术出海的新基线；轨道计算将是它最难的压力测试。
- 澳大利亚卫星互联网 2026：全球最成熟的 LEO 市场，以及它传递的三个信号
  URL: https://www.spacesgp.com/zh/insights/australia-satellite-internet-leo-2026
  Date: 2026-05-14; updated 2026-05-15
  Research track: 卫星互联网
  Summary: 澳大利亚 Starlink 中位下载速度达 162 Mbps，约为印度尼西亚四倍；20 个地面站、监管配合和 NBN Co 的 Amazon Leo 选择，正在形成全球少见的双 LEO 竞争市场。
- 印度尼西亚卫星互联网：Starlink 面对 1.7 万座岛屿的机会与三重约束
  URL: https://www.spacesgp.com/zh/insights/indonesia-satellite-internet-leo-2026
  Date: 2026-05-03; updated 2026-05-04
  Research track: 卫星互联网
  Summary: 基于 Ookla 2025 年全球数据、Komdigi 监管文件与 Telkom 年报，拆解 Starlink 在东南亚最大市场的商业逻辑、监管不确定性、Telkom 的双重角色，以及千帆可能带来的竞争。
- 没人明说的供应商标准：2026 年新加坡技术合作中的隐性准则
  URL: https://www.spacesgp.com/zh/insights/singapore-sovereign-deployability-2026
  Date: 2026-05-01; updated 2026-05-01
  Research track: 监管与新加坡
  Summary: OneWeb、Mistral AI 与 Thales 的新加坡布局指向同一套采购逻辑：关键技术合作不是简单偏向欧洲，而要满足治理、控制权与持续运营上的“主权可部署性”。
- 2026 年 4 月的 LEO 星座：频谱竞争开始取代卫星数量
  URL: https://www.spacesgp.com/zh/insights/leo-constellation-april-2026
  Date: 2026-04-30; updated 2026-04-30
  Research track: 卫星互联网
  Summary: 从 AST BlueBird 7 发射失利与 FCC 商业授权同月发生，到 Starlink 用户破千万、Amazon Leo 加速部署、中国双星座累计在轨 294 颗，本文判断 LEO 星座竞争已从卫星数量竞赛转向频谱、MNO 绑定与商业闭环之争。
- 轨道计算竞赛：中美太空数据中心对决与亚太的三个窗口
  URL: https://www.spacesgp.com/zh/insights/orbital-compute-us-china-apac-2026
  Date: 2026-04-28; updated 2026-04-28
  Research track: 轨道计算
  Summary: 从 Meta 的太空供电、SpaceX 的百万颗轨道数据中心，到中国轨道辰光的国家资本动员，本文拆解轨道计算如何重构 AI 基础设施，并判断亚太真正的机会不在盲目追逐星座规模，而在验证基础设施、标准件供应与规则制定。
- SpaceX 2026：结构跃迁、IPO 估值逻辑，以及亚太商业落地的五个真实约束
  URL: https://www.spacesgp.com/zh/insights/spacex-2026-structural-shift
  Date: 2026-04-26; updated 2026-04-26
  Research track: 轨道计算
  Summary: 2026 年的 SpaceX 不只是变大了，而是把发射、网络、数据和 AI 推理压进同一法律实体。本文沿着 IPO、Starship V3、亚太落地与新加坡公司策略四条主线，拆解这种结构变化对区域市场的真实商业含义。
- 亚太 LEO 星座 2026：五类市场，以及决定胜负的监管逻辑
  URL: https://www.spacesgp.com/zh/insights/leo-apac-constellations-2026
  Date: 2026-04-23; updated 2026-04-23
  Research track: 卫星互联网
  Summary: 2026 年的亚太 LEO 故事，不是一个统一市场，也不是一场单线竞争。真正同时展开的是五种不同的市场形成过程，而决定赢家的关键，往往不是卫星本身，而是监管、地面基础设施、海事与航空需求，以及中国星座的平行推进。
- Rocket Lab 研究（二）：稀缺如何塑造工业节奏，Neutron 为何首先是一场管理测试
  URL: https://www.spacesgp.com/zh/insights/rocket-lab-scarcity-machine-2026
  Date: 2026-04-22; updated 2026-04-22
  Research track: 发射与供应链
  Summary: Rocket Lab 的核心不是“小号 SpaceX”，而是一套由稀缺供应链和高压交付锻造的工业操作系统；Neutron 将检验它能否从创始人驱动升级为可持续的中型运力组织。
- Rocket Lab 研究 2026：垂直整合、国防订单扩张与 Neutron 的关键拐点
  URL: https://www.spacesgp.com/zh/insights/rocket-lab-vertical-integration-2026
  Date: 2026-04-20; updated 2026-04-20
  Research track: 发射与供应链
  Summary: 到 2026 年，Rocket Lab 已不应再被简单理解为一家小火箭公司。更准确的定义是：一家以发射为入口、以航天器与关键子系统为主体、并试图借助 Neutron 打开中型运力市场的垂直整合航天企业。
- 全流量分级燃烧循环（FFSC）：火箭发动机的“珠穆朗玛峰”，谁正在攀登？
  URL: https://www.spacesgp.com/zh/insights/ffsc-rocket-engine-2026
  Date: 2026-04-19; updated 2026-07-13
  Research track: 发射与供应链
  Summary: 从燃气发生器到全流量分级燃烧，发动机循环方式的演进决定了商业航天的成本结构。本文系统梳理火箭发动机分类框架，拆解 Raptor 三代演进，并重估全球 FFSC 竞赛的真实位置。
- 中国航天产业生态 2026：国家队、商业航天、卫星互联网与关键部件
  URL: https://www.spacesgp.com/zh/insights/china-space-industry-ecosystem-2026
  Date: 2026-04-15
  Research track: 发射与供应链
  Summary: 系统梳理中国航天国家队与商业力量的组织结构、火箭与卫星赛道、关键部件与供应链、资本与政策、国际化与法规治理，帮助非专业读者以研究报告视角理解中国航天产业生态。
- NSAS 成立后，新加坡航天进入执行时代
  URL: https://www.spacesgp.com/zh/insights/nsas-singapore-space-strategy-2026
  Date: 2026-04-13
  Research track: 监管与新加坡
  Summary: NSAS 的成立不是一次简单更名，而是新加坡把航天从政策议题推向国家级执行体系，也让亚太市场、相关企业与潜在客户重新审视新加坡在区域航天版图中的角色。
- 2025 年中国商业发射赛道观察：约束已经不再只是运力
  URL: https://www.spacesgp.com/zh/insights/china-commercial-launch-sector-2025
  Date: 2025-04-02; updated 2026-05-04
  Research track: 发射与供应链
  Summary: 进入 2025 年，中国商业火箭行业不再缺“能飞的故事”，真正稀缺的是稳定节奏、客户转化与跨境商业化能力。
- 为什么新加坡正在成为亚太最有用的商业航天枢纽
  URL: https://www.spacesgp.com/zh/insights/singapore-apac-space-hub
  Date: 2025-03-31; updated 2026-05-04
  Research track: 监管与新加坡
  Summary: 新加坡没有发射场，却正以资本、监管可信度、区域总部网络与跨境执行能力，争夺亚太商业航天的金融、治理和市场入口。
- LEO 星座与东盟连接性：覆盖只是第一层
  URL: https://www.spacesgp.com/zh/insights/leo-constellations-asean-connectivity
  Date: 2025-03-19; updated 2026-05-04
  Research track: 卫星互联网
  Summary: 低轨星座会改变东盟连接市场，但真正的机会在回传、韧性、海事场景与企业级整合，而不只是“哪里没网就补哪里”。
- 2025 年值得重点关注的东南亚航天监管变化
  URL: https://www.spacesgp.com/zh/insights/southeast-asia-space-regulations
  Date: 2025-03-12; updated 2026-05-04
  Research track: 监管与新加坡
  Summary: 东南亚总体欢迎商业航天，但许可、频谱、遥感数据、本地实体和国家控制要求正在分化，区域扩张必须逐国设计。
- 如何在 2025 年搭建不靠幻想的东西方航天供应链
  URL: https://www.spacesgp.com/zh/insights/east-west-space-supply-chain
  Date: 2025-02-26; updated 2026-05-04
  Research track: 发射与供应链
  Summary: 跨境航天供应链仍然可行，但成本优势只有与出口管制、质量验证、交付责任和商业信任分开设计，才能转化为可持续订单。
- 亚太直连手机卫星市场观察：真正的瓶颈在商业整合
  URL: https://www.spacesgp.com/zh/insights/direct-to-device-satellite-apac
  Date: 2025-02-18; updated 2026-05-04
  Research track: 卫星互联网
  Summary: 直连手机卫星正在从演示走向市场，但在亚太，决定成败的仍是频谱、运营商合作与区域分销，而不只是卫星本身。
- 2025 年亚太商业航天五大趋势
  URL: https://www.spacesgp.com/zh/insights/five-trends-apac-commercial-space
  Date: 2025-01-22; updated 2026-05-04
  Research track: 综合观察
  Summary: 亚太商业航天的资本、客户和执行资源，正沿发射供给、卫星连接、监管竞争、混合供应链与新加坡区域枢纽五条主线重新分配。
- 2025 年中国航天公司为何加速出海
  URL: https://www.spacesgp.com/zh/insights/chinese-space-companies-going-global
  Date: 2024-12-17; updated 2026-05-04
  Research track: 发射与供应链
  Summary: 中国商业航天企业出海已经从品牌动作变成增长约束：能否获得区域客户、本地合作网络和跨境商业信任，决定订单能否持续。

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